Managers of Wealth Americas

Kevin Murphy Named Retirement VP at Broadridge

After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform.

Wells Fargo Wealth Division Appoints Jeff Brown as Independent Solutions Platform Growth Director

The appointment underscores WIM’s continued focus on expanding its independent capabilities and building momentum across its multi‑channel wealth model.

First Hawaiian announces retirement of Vice Chairman, leadership transition in Wealth Management

“His leadership across multiple areas of the bank reflects the breadth of his experience and his commitment to developing people and serving our communities.”

Wells Fargo appoints Dennis Devine as new business banking lead

Devine joins from Alliant Credit Union, where he served as president and CEO for four years.

Fairway Wealth Management Marks Next Growth Chapter with Refreshed Brand, Website and Partner Promotions

"These promotions reflect the leadership our clients already experience from Dina and Brian and further strengthen the depth and continuity of our team,” said Fairway President Mark Weiskind.

Baker Street Advisors Appoints Christopher Wilkens as Chief Executive Officer and Peter Hand as Partner

In his new role, he will focus on building upon Baker Street’s 20-plus-year tradition of excellence in delivering objective, thoughtful advice to more than 500 financially sophisticated families and endowments.

Ballentine Partners Announces Four New Partners

These appointments reflect the firm's continued growth and commitment to developing exceptional leaders who embody Ballentine Partners' client-first philosophy and collaborative culture.

duPont REGISTRY Group Appoints Cristina Cheever as Chief Marketing Officer

Former Robb Report, Porsche & Aston Martin executive to oversee global marketing strategy

Broadridge Appoints Frank Troise as President, Global Capital Markets

Proven innovator to lead front-to-back capital markets transformation across traditional and digital ecosystems

Wells Fargo Names Dennis Devine to Lead Business Banking

Dennis brings to Wells Fargo more than 20 years of financial services experience

Aspen Standard Wealth Names Kevin DiSano as President

Aspen takes an individualized approach to working with RIAs

Mercer Advisors Tap 2 for Leadership Roles

Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.

Esteemed Finance and Public M&A Partners Join Latham & Watkins in New York, Adding More Elite Capabilities to Top-Ranked Practice

With an outstanding track record of advising on the most sophisticated and transformative transactions, partners bring many complementary strands to our corporate ambitions in New York and globally.

People Moves

Kevin Murphy Named Retirement VP at Broadridge

Wells Fargo Wealth Division Appoints Jeff Brown as Independent Solutions Platform Growth Director

First Hawaiian announces retirement of Vice Chairman, leadership transition in Wealth Management

Wells Fargo appoints Dennis Devine as new business banking lead

Fairway Wealth Management Marks Next Growth Chapter with Refreshed Brand, Website and Partner Promotions

Baker Street Advisors Appoints Christopher Wilkens as Chief Executive Officer and Peter Hand as Partner

Ballentine Partners Announces Four New Partners

duPont REGISTRY Group Appoints Cristina Cheever as Chief Marketing Officer

Broadridge Appoints Frank Troise as President, Global Capital Markets

Wells Fargo Names Dennis Devine to Lead Business Banking

Aspen Standard Wealth Names Kevin DiSano as President

Mercer Advisors Tap 2 for Leadership Roles

Esteemed Finance and Public M&A Partners Join Latham & Watkins in New York, Adding More Elite Capabilities to Top-Ranked Practice

Milemarker Appoints Adrienne Paulsen as Vice President of Operations

Sagient Names Industry Veteran Pete Alliegro Chief Investment Officer

Janney Montgomery Scott Snags $1B Delaware Team

Lazard Expands Its Healthcare Services Team With Addition of John Koski and Robert Lowe

Citi Private Bank Appoints Chad Reddy as Market Executive – West

Envestnet Appoints Rich Friedberg as Chief Information Security Officer

Chubb Appoints Scott Henck Global Chief Actuary